How to create/change Mis-Selling Checks for a claim type

What is this?

The miss-selling check list is attached to a claim, dependent on a claim type, and actioned by:

1: Clicking Questionnaire in a client’s claim form.

2: Mis-Selling Checks

Adding to or Changing the Mis-Selling Checklist.

1: Click Admin on the Menu.

2: Click Claim Types on the drop down menu – the Claim Types window will open.

Select Claim Type

1: Select the Claim Type that requires change.

2: Click Edit – The Claim Types Edit window will open.

Open Claim Type Edit Window

1: Click Mis-Selling Checklist on the menu – The Mis-Selling Checklist will open.

Type the Questions

1: Type your Questions in the order that you would like them. They should have Yes/No answers.

There are 30 available fields.

How to Leave a Line

If a gap in the questionnaire is required, leave a field blank.

Confirm Changes

1: Click OK to SAVE changes.

Or

2: Click CANCEL to ABORT changes.